I am a Registered Investment Advisor representative and Registered Financial Consultant. I joined the firm in October 2001. Investment Management Group is an INDEPENDENT FAMILY-OWNED firm. I work with my father (who founded the firm in 1994), mother, 2 brothers and brother in-law and several others. As an independent family-owned firm, strive to demonstrate a consistent ability to protect and grow the hard-earned assets of our clients, many of whom have experienced major life changes including retirement, divorce, change of career, bought or sold a business or the loss of a spouse. We help individuals who are looking to save and invest towards retirement. We also advise individuals who have retired and are now in the distribution phase of retirement. We handle IRA rollovers for those who have old 401K or other plans with a previous employer. We believe in a holistic approach to financial planning which will encompass a wide array of investment solutions. We offer recommendations and advice ranging from life insurance to traditional savings accounts to fixed and variable annuities to our own custom mutual fund portfolios that we manage on a fee-based platform. I believe every type of investment option was created for the right person in the right situation. My job is to help individuals find those solutions that fit most appropriately to their particular situation. Come see why working with an INDEPENDENT AND FAMILY-OWNED firm makes a difference.
|Name of Broker/Dealer:||PlanMember Securities|
|States Licensed in:||FL, GA, NY|
|Number of Years with Current Firm:||13|
|I work with the following types of clients:||Non-Profit Organizations , Individual Investors , Businesses|
|Investment Types:||Mutual Funds , Bonds , Stocks , Annuities|
|I can meet clients in the following ways:||At my office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Health , Annuity , Life|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Based on Assets , Commissions|
|Additional Details on Charges:||Fees vary from commission-based to fee-based depending on the individual's financial situation.|
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Investment Management Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Investment Management Group or this representative.
For Philip Detlefs, helping people make the most of their financial assets is rewarding work. Philip enjoys guiding his clients as they implement the investment strategies that help them meet their financial and life goals.
As a financial advisor and family member of Investment Management Group, Philip takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plans?helping to provide them with greater financial independence, peace of mind, and security.
Since joining the financial industry in 2001, Philip has help build and grow the family business. As an investment advisor representative, he helps protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including starting out, changing jobs, coping with unemployment, getting married, starting a family, buying a home, saving for college, starting a business, planning for retirement, Long-Term Care planning, planning an estate, planning for business succession, nearing retirement/retirement, loss of a spouse, financial windfall and getting divorced.
Philip graduated from the Florida State University with a bachelor's degree in Finance and Marketing. He holds series 7, 63 and 66 registrations. He also holds an RFC (registered financial consultant) certification and is a member of the IARFC (International Association of Registered Financial Consultants).
When he's not working, Philip enjoys spending time with his wife, Courtney and their two children Harrison and Olivia. Philip is an avid golfer and loves his FSU Seminoles football.
|Atlantic Beach||Fernandina Beach|
|Green Cove Springs||Jacksonville|
|Neptune Beach||Orange Park|
|Penney Farms||Ponte Vedra Beach|
|Saint Augustine||Saint Johns|
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 5:00 PM|